WVC H&W Public Co. Index

HIGHLIGHTS September is living up to its reputation as the worst performing month for the stock market since 1945. This year was no exception with the S&P500 down 4.87% for the month leaving the index up 12.13% year to date, excluding dividends. The WVC H&W...

HIGHLIGHTS In August, the WVC H&W Index gave back much of the ground it had gained relative to the S&P500. The WVC H&W Index returned a negative 6.45% for the month, dropping the YTD performance to a positive 0.57%, excluding dividends. The S&P500 lost...

HIGHLIGHTS The downward trend that started in August continued in October characterized by a significant underperformance to the S&P500. The S&P500 was down 2.2% for the month leaving the index up 9.7% year to date, excluding dividends. The WVC H&W Index...

HIGHLIGHTS The WVC H&W Index gained ground in July relative to the S&P500. The WVC H&W Index returned 5.48% for the month, raising the YTD performance to 6.64%, excluding dividends. The S&P500 gained 3.11% in July rounding out the YTD gain of 20.0% for...

A.I. AND MACRO STORY DOMINATE What began as a promising start for the Wellvest Health and Wellness Public Company Index (“WVC H&W Index”) quickly faded as the calendar turned to late Spring with the index retreating from a 19.5% high in early February to a 1.0%...

Wellvest Capital H&W Index April 2023 Performance Recap May 2023up less than 1% YTD, which is slightly ahead of the Russell 2000 Index. While it’s unfortunate that the WVC H&W Index could not hold on to its impressive gains from earlier in the year, its performance is...

Wellvest Capital H&W Index April 2023 Performance Recap April 2023RETAILERS AND “MLM” IN FOCUS The companies in the WVC H&W Index that directly face off with consumers; sector focused retailers and Multi-Level-Marketers (MLM) did well but the underlying components had...

Wellvest Capital H&W Index Q1 2023 Performance Recap March 2023SUPPLEMENTS IN FOCUS The companies in the WVC H&W Index that focus on nutritional supplements had a strong performance in Q1 2023. As a group they delivered an 11.2% return on an equal weighted basis,...

January 31, 2022 Profitability Dominates Unprofitable Innovation and Growth PENDULUM SWINGS WIDE There is no sugarcoating the unhealthy 2022 stock performance of the WVC H&W Index. For the year the index was down 35.06% (excluding dividends) as compared to the...